The enduring legacy Private Wealth Management

Family Office Partners is an experienced team of Private Wealth Advisors whose practice is dedicated to guiding exceptional families like yours toward their most important goals. Your family is unique, just like our approach. We work diligently to understand your priorities, your challenges and the dreams you have for yourself and your loved ones. While our advice often centers on helping to preserve and grow your financial wealth, we go beyond investments to support your family’s human capital—its individual members—to ensure a legacy that lasts for generations.

Our team's financial advisors are Kent Kirby, Mark Bloom, Dominic Calvani, and Benjamin Walker. Working with us, you can expect a team that is agile and focused on delivering the boutique experiences and services you deserve. Whether it’s helping you plan a new business venture, pursue a philanthropic passion, or prepare your children for financial independence and stewardship, our team accesses the vast global resources of one the world’s largest wealth managers to help you navigate the complexities of your family’s wealth and well-being.

Family Office Partners


phone

615-750-8220
877-886-3584



phone

888-409-6724





address

3102 West End Avenue
Suite 500
Nashville, TN 37203




Our team


Advice and solutions for the life you lead

Through a platform of services tailored to your goals and priorities, we work closely with you to help streamline your finances and your personal affairs. Our team is intellectually rigorous and focused on every detail. Our advice is comprehensive.

Investments
  • Portfolio strategy and asset allocation
  • Alternative investments
  • Private investments
  • Tracking and reporting
  • Concentrated stock services
  • Stock option strategies, restricted securities
  • Customized performance reviews and consolidated reporting
Personal banking
  • Liquidity management
  • Scheduled tax payments
  • 24/7 online account access
  • Banking and lending services
Estate planning strategies
  • Trusts and wealth transfer strategies
  • Estate plan flowcharts
  • Tax planning
  • Insurance planning and coverage analysis
  • Cash flow modeling
  • Employee benefits review
  • Loan shock analysis
Lifestyle
  • Travel management
  • Private air travel
  • Luxury auto/boat services
  • Concierge healthcare
  • Cybersecurity and family security services
  • UBS private client event access
Family advisory
  • Next generation education and mentoring
  • Family wealth conversations
  • Family mission statements
  • Insurance planning and coverage analysis
  • Family governance and meeting facilitation
  • Succession planning
  • Generational core values discussions
Philanthropy
  • Philanthropy strategy and governance
  • Foundations, donor-advised funds, charitable trusts
  • Values-based investing
  • Concierge health care
  • Access to Global Philanthropists Community
  • Exclusive philanthropic networking events
  • Customized reporting capabilities

A personal touch with global reach

We operate as a small boutique inside UBS, one of the world’s largest wealth managers. This structure allows us to access the full scope of the firm’s insight and opportunity while creating bespoke solutions that can simplify your life, manage risk, and help you pursue your most important goals.

UBS
As a UBS client, you can access experts across the firm—our Investment Banking, Private and Corporate Banking, Global Wealth Management, and Asset Management divisions—to best position your investments for new opportunities. From our international platforms to our analysts and specialists covering every market and asset class, we are able to meet all of your investing, planning and financing needs.

Private Wealth Management
Our practice is one of approximately 200 Advisor teams within Private Wealth Management. This exclusive UBS division is dedicated to providing bespoke resources that address the complexities and unique opportunities that come with significant wealth.

Family Office Partners
Our team purposefully maintains a 4-to-1 client to team member ratio, enabling us to deeply understand your needs and respond with an individualized, high-touch approach. We are one of a select group of Family Office Consultants at UBS. Family Office Consultants (FOC) is a UBS business designation reserved for Financial Advisors with a track record of understanding the investment, business, passion and legacy needs of sophisticated, exceptional clients and aligning them to the full suite of UBS capabilities.


Industry Leadership

  • Kent Kirby, Dominic Calvani, and Benjamin Walker named Forbes Best-In-State Wealth Advisors list in Tennessee 2020, 2021
  • Kent Kirby Forbes Top 250 Wealth Advisors 2020
  • Kent Kirby named Baron's Top 1200 State by State Adviors in 2020
  • Kent Kirby named #1 in Tennessee on the Forbes Best-In-State Wealth Advisors list in 2019
  • Dominic Calvani and Benjamin Walker named Forbes Best-In-State Wealth Advisors in Tennessee in 2019
  • Benjamin Walker named Forbes Top Next-Generation Wealth Advisors 2019



Insights

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Creating a lasting and positive impact

Creating a lasting and positive impact